Welcome to Bickert Management Inc., a Zoho Premium Partner!
In this tutorial, Philip walks you through Zoho’s new CRM Data Model feature — a powerful visual tool that automatically maps out your entire CRM setup, including:
Modules
Fields
Lookup relationships
Subforms
Data architecture
Many-to-many and one-to-one connections
This feature is found inside the Developer Hub → Data Model and gives you a complete, real-time blueprint of your CRM’s structure.
🔍 What You’ll Learn in This Video
✔ What the CRM Data Model is and where to find it
✔ How Zoho automatically visualizes your modules and relationships
✔ How to navigate the visual map: zoom tools, minimap, legend, filters, and relationship lines
✔ How to diagnose CRM issues through the data model
✔ Real client example: identifying a misconfigured Leads module
✔ Best practices for using Data Model during migrations, system redesigns, and solution planning
This tool helps CRM admins, developers, architects, and consultants build smarter and cleaner systems with less guesswork.
🏢 About Bickert Management Inc.
BMI is a Zoho Premium Partner specializing in CRM architecture, workflow automation, and system-wide optimization across the entire Zoho suite.
If you’re upgrading your CRM structure or planning automation, we can help!
https://www.bickertmanagement.com/index
